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Roberta Jackson, CPA

Accountant

115 Federal St Suite 801, Boston, MA 02110
IRS-Verified CPA

KLR

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Boston

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.

About Roberta Jackson

Roberta Jackson, CPA operates from 115 Federal St Suite 801, Boston, MA 02110 in Boston, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.

Reported areas of practice include Bookkeeping. On Google Business Profile, the firm is categorized as an accountant.

For taxpayers in Boston, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.

More about Roberta Jackson

KLR is a Certified Public Accountant (CPA) firm located in Boston, Massachusetts. The firm is dedicated to providing professional financial services, with a core specialization in bookkeeping. This focus means KLR assists clients in maintaining accurate and organized financial records, a fundamental aspect of sound financial management for both individuals and businesses. Operating from Boston, KLR serves clients who require diligent attention to their financial transactions, ensuring that all entries are correctly categorized and reconciled. The firm's expertise as CPAs, combined with its specialization in bookkeeping, allows it to offer reliable support for day-to-day financial operations. This enables clients to gain a clear understanding of their financial health, streamline their accounting processes, and prepare effectively for future financial planning or tax requirements. KLR aims to be a trusted resource for financial record-keeping within the local community.

Services Roberta Jackson offers

KLR focuses its professional services on comprehensive bookkeeping, a critical component of sound financial management for individuals and businesses. Bookkeeping involves the meticulous recording of all financial transactions, including income, expenses, assets, and liabilities. This foundational service ensures that every financial activity, from sales and purchases to receipts and payments, is accurately documented and properly categorized. KLR assists clients in maintaining organized general ledgers, performing regular bank and credit card reconciliations, and managing accounts payable and receivable to ensure timely payments and collections. The firm's bookkeeping support provides a clear and current overview of financial performance, which is essential for tracking profitability and understanding cash flow patterns. By systematically recording financial data, KLR helps clients to identify financial trends, prepare for future financial planning, and meet their reporting obligations with confidence. This service is designed to alleviate the burden of daily financial record-keeping, allowing clients to dedicate more time to their core activities. Accurate and up-to-date bookkeeping supplied by KLR forms the basis for reliable financial statements and simplifies the process of tax preparation, ensuring compliance and providing valuable insights into financial health.

Areas served

Boston, MACambridge, MASomerville, MABrookline, MANewton, MAQuincy, MA

Frequently Asked Questions

Does KLR accept new bookkeeping clients?

Yes, KLR is currently accepting new clients for bookkeeping services. We encourage prospective clients to contact us to discuss their specific financial record-keeping needs and how we can assist them.

What information should I prepare for bookkeeping services?

To begin bookkeeping services, clients typically need to provide access to bank statements, credit card statements, sales records, purchase receipts, and any other relevant financial documentation. We will guide you on the specific items required.

How does KLR handle client data security?

As a CPA firm, KLR adheres to professional standards for client confidentiality and data security. We employ secure practices to protect your financial information throughout our service engagement.

What is KLR's approach to pricing for bookkeeping?

Our pricing for bookkeeping services is typically based on the scope and complexity of the client's financial transactions and reporting needs. We provide transparent fee structures after an initial consultation to understand your requirements.

Can KLR assist with electronic filing for tax purposes?

While our primary specialization is bookkeeping, the accurate records we maintain are essential for tax preparation. We can ensure your financial data is organized and ready for electronic filing by your tax preparer.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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